Ownership history in MilWealth Group LLC · 12 quarters on record
This page tracks every 13F SEC filing in which MilWealth Group LLC reported a position in VANGUARD INDEX FDS (VO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 3,552 | -17 | -0.5% | 0.25% | $1.0M | $290.22 |
| 2025 Q3 | REDUCED | 3,569 | -69 | -1.9% | 0.26% | $1.0M | $292.59 |
| 2025 Q2 | REDUCED | 3,638 | -60 | -1.6% | 0.26% | $1.0M | $277.75 |
| 2025 Q1 | REDUCED | 3,698 | -29 | -0.8% | 0.26% | $956K | $255.71 |
| 2024 Q4 | REDUCED | 3,727 | -5 | -0.1% | 0.27% | $984K | $260.00 |
| 2024 Q3 | REDUCED | 3,732 | -45 | -1.2% | 0.29% | $985K | $258.65 |
| 2024 Q2 | UNCHANGED | 3,777 | — | 0% | 0.29% | $915K | $236.49 |
| 2024 Q1 | REDUCED | 3,777 | -76 | -2.0% | 0.30% | $944K | $243.13 |
| 2023 Q4 | REDUCED | 3,853 | -39 | -1.0% | 0.30% | $896K | $225.48 |
| 2023 Q3 | UNCHANGED | 3,892 | — | 0% | 0.32% | $810K | $200.79 |
As of 2025 Q4 — sorted by position size